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Capital One Analyst Specialty Underwriter & Portfolio Manager 
United States, Texas, Houston 
744015632

Yesterday
Analyst, Specialty Underwriter & Portfolio Manager - Energy, Power and Renewables


Primary underwriting responsibilities may include:

  • Support and compile due diligence to draw conclusions on material current and future risks and mitigates; identify performance drivers, project future performance, and anticipate ability to repay investment; apply industry research across transactions and share key takeaways across the organization

  • Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease

  • Anticipate questions that will be raised during deal review and approval meetings

  • Review financial models independently and incorporate complex structures or nuances

  • Propose appropriate structuring options in tandem with deal team

  • Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team

  • Oversee closing process requirements; review closing memo

  • Support documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients


Primary portfolio or asset management responsibilities may include:

  • Review and approve annual reviews and both material and non-material modifications

  • Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews

  • Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities


Additional Responsibilities may include:

  • Build relationships across function to foster collaboration between partner groups

  • Interact directly with customers to cultivate strong relationships

  • Mentor and train rotational analysts and new hires

  • Participate in internal initiatives to ensure the business is well-managed and operates efficiently

  • Ensure compliance with credit policies and procedures


Basic Qualifications:

  • Bachelor’s Degree or Military Experience

  • At least 2 years of experience in credit underwriting, portfolio management, or asset management

Preferred Qualifications:

  • Bachelor's Degree in Accounting, Finance, or other relevant fields

  • 2-4 years of experience in credit underwriting, portfolio management, asset management or industry finance

  • Strong analytical and technology aptitude

  • Ability to communicate verbally in a concise and clear manner with clients, peers and fellow associates.

  • Advanced Microsoft Office skills


***At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

Houston, TX: $115,900 - $132,200 for Analyst, Specialty Underwriter & Portfolio ManagerThis role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-800-304-9102 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.